Community Financial Services Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$778K Sell
59,334
-10,730
-15% -$141K 0.15% 67
2025
Q1
$800K Sell
70,064
-8,407
-11% -$96K 0.17% 68
2024
Q4
$893K Sell
78,471
-4,823
-6% -$54.9K 0.18% 69
2024
Q3
$1.22M Buy
83,294
+3,335
+4% +$49K 0.25% 70
2024
Q2
$1.07M Buy
79,959
+19,163
+32% +$255K 0.23% 74
2024
Q1
$850K Buy
+60,796
New +$850K 0.19% 88
2023
Q3
$812K Buy
+55,538
New +$812K 0.2% 67
2021
Q4
$430K Buy
20,315
+6,245
+44% +$132K 0.11% 83
2021
Q3
$305K Buy
14,070
+1,484
+12% +$32.2K 0.08% 90
2021
Q2
$295K Buy
+12,586
New +$295K 0.08% 91